AF
ETO

Allworth Financial’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Allworth Financial’s Portfolio ETO Stock Details ETO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.99K Buy
337
+6
+2% +$176 ﹤0.01% 3586
2025
Q4 		$10.1K Sell
331
-154
-32% -$4.38K ﹤0.01% 3266
2025
Q3 		$13.4K Buy
485
+166
+52% +$4.54K ﹤0.01% 2953
2025
Q2 		$8.68K Buy
319
+6
+2% +$151 ﹤0.01% 2967
2025
Q1 		$7.51K Buy
313
+6
+2% +$153 ﹤0.01% 2556
2024
Q4 		$8.04K Buy
307
+7
+2% +$182 ﹤0.01% 2540
2024
Q3 		$7.97K Buy
300
+5
+2% +$128 ﹤0.01% 2362
2024
Q2 		$7.55K Buy
295
+6
+2% +$149 ﹤0.01% 2345
2024
Q1 		$7.21K Buy
289
+7
+2% +$170 ﹤0.01% 2245
2023
Q4 		$6.67K Buy
282
+5
+2% +$110 ﹤0.01% 2152
2023
Q3 		$5.91K Buy
277
+5
+2% +$114 ﹤0.01% 2041
2023
Q2 		$6.24K Buy
272
+5
+2% +$112 ﹤0.01% 2020
2023
Q1 		$5.93K Buy
267
+5
+2% +$110 ﹤0.01% 1971
2022
Q4 		$5.49K Sell
262
-55
-17% -$1.18K ﹤0.01% 1861
2022
Q3 		$6K Sell
317
-478
-60% -$11.6K ﹤0.01% 1819
2022
Q2 		$18K Buy
795
+5
+0.6% +$125 ﹤0.01% 1278
2022
Q1 		$24K Buy
790
+4
+0.5% +$119 ﹤0.01% 1177
2021
Q4 		$26K Buy
786
+241
+44% +$7.65K ﹤0.01% 1019
2021
Q3 		$16K Hold
545
– – ﹤0.01% 1101
2021
Q2 		$16K Buy
+545
New +$15.6K ﹤0.01% 904
2019
Q2 		– Hold
0
– – – 543

Other funds holding ETO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial's ETO Position: Q1 2026 in Review

Allworth Financial increased its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 1.8% in Q1 2026, buying an estimated $176 and bringing the position to 337 shares worth $8.99K. The position accounts for ﹤0.01% of the portfolio, ranked #3586.

Allworth Financial first reported a position in ETO in Q2 2021 and has held it in 20 quarters since. The position peaked at $26K in Q4 2021. 67 funds tracked by Wall St. Rank hold ETO as of Q1 2026.

  • Allworth Financial held 337 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $8.99K as of Q1 2026.
  • Allworth Financial bought 6 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2026, an estimated $176.
  • Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3586 holding.
  • Allworth Financial first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q2 2021 and has held it in 20 quarters since.
  • Allworth Financial's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $26K in Q4 2021.
  • 67 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.